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Bitcoin Inheritance Checklist

A practical overview of the legal, human, and technical pieces every plan should consider.

Owner: ____________________Date: ____________________
01

Legal intent

  • My intended beneficiaries are clearly documented.
  • My executor or trustee knows that bitcoin requires a separate technical handoff.
  • My plan has been reviewed for my jurisdiction and personal circumstances.
02

Discovery

  • At least one trusted person knows a bitcoin plan exists.
  • The first instruction can be found without revealing spendable information.
  • My family knows whom to contact before touching any wallet material.
03

Recovery map

  • My custody type is described in plain language.
  • Required devices and non-secret configuration backups are accounted for offline.
  • No single discoverable document contains everything needed to spend.
04

People and maintenance

  • Heirs have received anti-scam guidance.
  • We have practiced with a no-value wallet.
  • A date is scheduled for the next review.

Education-only planning aid — review legal and tax questions with qualified local professionals.